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ProcedureDeterministic AgentsMarketplace

By department

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See every use case

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
See every industry
Security
Log inBook a Demo
ProcedureDeterministic AgentsMarketplace

By department

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See every use case

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
See every industry
Security
Log inBook a Demo

Use cases

Procedures for the work your teams repeat

Pick your team. Each one lists the manual work Stepwork takes off its plate, the apps it runs in, the data it moves, and the rules and loops that keep it right.

IT

Accounts, access, helpdesk requests
    • Microsoft Teams
    • Microsoft Entra ID
    • Microsoft 365
    • Freshservice

    IT helpdesk automation

    Stepwork runs the requests your helpdesk repeats, from password and MFA resets to licenses and mailbox access, from a Teams message or a ticket, the same way every time.4 example procedures
IT procedures in industry pages
  • New store employee across Microsoft Entra ID, PDI Enterprise, and Verifone CommanderFuel and convenience stores
  • Remove a leaver from every store's Verifone CommanderFuel and convenience stores

Security & Compliance

Access reviews, evidence, audits
Security & Compliance procedures in industry pages
  • New carrier checks on FMCSA SAFER before setup in McLeod LoadMasterFreight and trucking

Finance & Accounting

Invoices, billing, month-end close
Finance & Accounting procedures in industry pages
  • Tomorrow's eligibility checks on AvailityHealthcare
  • Monthly storage and handling billing in Microsoft Dynamics GP3PL and warehousing
  • Won bid to a job in Viewpoint Spectrum and ProcoreConstruction
  • Subcontractor insurance checks before pay apps in Viewpoint SpectrumConstruction
  • Month-end checks across every client's QuickBooks Desktop fileAccounting firms
  • Client bank statements into the right folder and taskAccounting firms
  • Completed jobs to invoices in QuickBooks DesktopField services and trades

Sales & RevOps

CRM to ERP, orders, quotes
    • Microsoft Dynamics 365
    • Act!
    • Sage 100
    • QuickBooks Desktop

    CRM to ERP data mapping

    Stepwork maps a closed deal from any CRM into a sales order or invoice in your ERP, field by field, and writes the number back. Dynamics, Act!, Sage, QuickBooks, and more.3 example procedures
Sales & RevOps procedures in industry pages
  • Customer PO to a sales order in Epicor Prophet 21Manufacturing and distribution

Operations

Orders, deliveries, dispatch
    • WMS
    • Outlook
    • QuickBooks Desktop

    Warehouse orders and deliveries

    Stepwork turns emailed PDF orders into WMS orders, puts delivery emails on the dispatch calendar, and invoices shipped orders in QuickBooks, using the systems you already run.4 example procedures
Operations procedures in industry pages
  • Faxed or emailed referral to a patient in MeditechHealthcare
  • Emailed PDF order to an order in Custom WMS3PL and warehousing
  • Rate confirmation PDF to a load in McLeod LoadMasterFreight and trucking
  • Supplier ship dates into open POs in Epicor Prophet 21Manufacturing and distribution
  • Service request to a job in SuccesswareField services and trades

HR & People

Onboarding and offboarding
HR & People procedures in industry pages
  • New store employee across Microsoft Entra ID, PDI Enterprise, and Verifone CommanderFuel and convenience stores
  • Remove a leaver from every store's Verifone CommanderFuel and convenience stores

See it run on a process you already repeat

Bring one. We will show you what it looks like as a flow and what each run records.

Book a Demo
Stepwork

Deterministic agents for work that must run the same way every time.

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